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Read the TruePlan agent experience, and the 10 steps to becoming a TruePlan agent. Learn & apply below!
The Agent Experience
At TruePlan, we know that each of our agents have unique needs. That’s why we don’t believe in a “one-size-fits-all” approach to training and developing agents. Look below and find out why so many agents have trusted to us with their journey of becoming a Career Agent.
Grow Your Vision, and Your Business!
Navigating the world of insurance doesn't have to be a solo act - at TruePlan, we're here to help. Our team of knowledgeable experts and state-of-the-art tools make finding and securing the right team & the right coverage a breeze. Browse our team's bios and see for yourself.
Local Support
High Quality Leads Program
Virtual & Hands on Training
Custom Marketing Material
Field or
Tele-Sales
Team Events
Reputable Carrier Relationships
Compliance Team
Bonus Programs
Freedom to Grow your Business.
Community Chat
Quote & Enroll Tool
Merch
Insurance Product Options
Help from
A to Z
The 10 Steps to becoming a TruePlan Agent
1
AHIP + E&O
We understand the importance of protecting your business. That's why we provide you with a place get your Errors & Omissions insurance at lower rates. Plus! we have our own personal $50 AHIP code so you can start your business off on the right foot!
2
Rapid Contracting
Time is of the essence and that’s why we strive to provide our Agents with the best service available. Our team of experts are dedicated to providing rapid credentialing assistance, so that you can be Ready To Sell (rts) with all of our carriers ASAP.
3
Game Planning
Not every agent sells the same way. With that being said we will help you put together a game plan that fits your style. Whether that be field sales, tele-sales, or both. We have the expertise to guide your success.
4
Prospecting
In order to make sales happen, we leverage our expertise in sales prospecting. Between Grass roots, Referrals, Physician Partnerships, and Community events, or calling leads, we Guarantee you will get face to face with lives to help.
5
Sales Trainging
We are committed to helping our agents succeed. We provide comprehensive sales training, in-person and virtual, to ensure that our agents have the knowledge and sharpened skills to compliantly provide the best insurance plans to their customers.
6
Shadowing
What sets us apart from the competition is our follow through approach to sales training. We want to help you send it home by shadowing on your first appointments and letting you shadow to learn from our experienced agents and gain an in-depth understanding of the industry. This ensures that our customers receive the best service possible.
7
Quote & Enroll Tool
We strive to make the process of selling insurance easy and convenient by providing agents with a free and easy-to-use quote and enroll tool called "Sunfire". In addition, we have a CRM that is optional use and the cost of usage is waived for agents making 10+ sales/month.
8
Top Compensation + Incentives
We are proud to provide our agents with highest possible compensation, with additional incentives. Not only that but they receive residual payments for the life of their policies! In 2024, $611 for New to Medicare sales. $306 for plan changes. $25.50 per month per policy on residuals. Agent compensation is commission only, and is paid directly to the agent from the carriers.
9
Independence + Community!
We understand that today’s world is ever-changing, and that you may need a team that will be there for you no matter what life throws your way. Our goal is to make sure that you can enjoy your independence while having the sense of community and support that comes with being an Independent Insurance Agent.
10
Now that you've learned about us, it's time for you to join the TruePlan Team. Tell us about your self and apply below. In the next steps you can schedule a phone call to talk to us, or we can send you the start up emails to begin credentialling with the carriers. Check out the TruePlan Event Center to see if have an event coming up near you!
Welcome To TruePlan!
After you apply, we will get in touch with you by the means of your choice! Then we'll crush the following!
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Initial introductions
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Rapid Contracting/ Credentialling
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Fast track to prospecting/ selling
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Join the TruePlan Community
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Grow a book of business